AI in fiduciary services: how the whole team at BTO Treuhand AG uses the Evoya AI chat securely and in compliance with data protection
BTO Treuhand · Project overview ·
The project at a glance
BTO Treuhand AG, with offices in Zurich and Zug, has supported companies, private individuals and non-profit organisations since 1982: with digital bookkeeping, fiduciary services, payroll and HR management, taxes, financial and business consulting, and succession planning. Since 2018, BTO has consistently focused on digitalisation, under the motto «We are digital – are you?».
It follows that the whole team uses the Evoya AI chat for its daily tasks. The reason for the choice: fiduciary work involves confidential financial and personal data. With Evoya, BTO works with AI that is secure and compliant with data protection.
- Client
- BTO Treuhand AG, Zurich and Zug
- Sector
- Fiduciary services, tax, consulting
- Use case
- AI for the team's daily tasks
- Solution
- Evoya AI chat
- Scope
- The whole team
- Requirement
- Secure use in compliance with data protection
Starting point: AI yes, but not with client data in public tools
Fiduciary work involves many tasks where AI saves time: drafting e-mails to clients, summarising legal and tax texts, going through documents or translating texts. At the same time, hardly any industry depends as heavily on confidentiality. Anyone using private accounts in public AI tools for these tasks gives away control of client data.
BTO Treuhand wanted to use the possibilities of AI for the whole team without compromising on data protection and confidentiality.
The solution: the Evoya AI chat for the whole team
All employees work with Evoya Chat, on a shared, protected platform instead of private accounts. Typical tasks in fiduciary services:
- Communication: drafting and revising e-mails and letters to clients.
- Specialist research: summarising tax and legal texts and explaining them clearly.
- Documents: analysing and summarising contracts, regulations and long documents.
- Translations: preparing texts for clients in other languages.
More than 30 AI models are available to choose from, including the Swiss model Apertus. The specialist checks every draft and remains responsible.
Data protection: confidential data stays protected
For a fiduciary company, confidentiality is the foundation of the business. Data is processed with Swiss or European AI, in line with the Swiss FADP and the GDPR, and never used for AI training. This allows BTO to use AI across the whole team while keeping control over where client data is processed. Find out more about security and data protection.
Results: a digital fiduciary firm with secure AI
- AI for everyone: the whole team uses AI on a shared platform.
- More time for advice: routine texts and summaries are produced in a fraction of the time.
- Privacy-compliant: Swiss or European AI, never used for AI training.
- In line with the strategy: the AI chat is another building block in BTO's digital fiduciary services.
Read more: Evoya Chat · AI for SMEs · Security and data protection
Frequently asked questions about the project
Yes, as long as the confidentiality of client data is maintained. What matters is a platform on which the data is processed securely and never used for AI training. Private accounts in public AI tools are not suitable for this.
For typical fiduciary tasks: e-mails and letters to clients, summaries of tax and legal texts, analysing documents and translations.
Data is processed with Swiss or European AI, in line with the Swiss FADP and the GDPR, and never used for AI training. All employees work on the same protected platform.
More than 30 AI models, including the Swiss model Apertus. This means the right model can be chosen for every task.
Yes. Evoya Chat is designed for teams of any size. Find out more about AI for SMEs and pricing.
Secure AI for your fiduciary firm
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